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MSFT

Microsoft

$137.34

-2.34 (-1.68%)

, HUM

Humana

$289.59

4 (1.40%)

08:05
10/21/19
10/21
08:05
10/21/19
08:05

Humana and Microsoft partner for predictive healthcare solutions

Humana (HUM) and Microsoft (MSFT) announced a partnership focused on building health care solutions for Humana members. Using Microsoft's Azure cloud, Azure AI, and Microsoft 365 collaboration technologies, as well as interoperability standards, Humana will develop predictive solutions and intelligent automation to improve its members' care by providing care teams with real-time access to information through a secure and trusted cloud platform. In addition, Humana will leverage Microsoft technologies for health care-tuned natural language understanding and speech recognition to improve administrative and clinical workflows to make health care easier for members and clinician partners. As a first step in the seven-year partnership with Microsoft as Humana's preferred cloud provider, Humana will aggregate data on Microsoft Azure. Humana will also standardize productivity and collaboration tools for its 41,600 employees on Microsoft 365. Humana will leverage Microsoft Azure and Azure AI to develop on-demand and virtual medical services. The companies have committed to a multiyear R&D investment, including direct funding, dedicated R&D teams and specific co-developed projects.

MSFT

Microsoft

$137.34

-2.34 (-1.68%)

HUM

Humana

$289.59

4 (1.40%)

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MSFT Microsoft
$137.34

-2.34 (-1.68%)

10/16/19
WBLR
10/16/19
NO CHANGE
WBLR
Outperform
Slack overhang from Microsoft competition should dissipate, says William Blair
After hosting investor meetings with Slack Technologies (WORK) management, William Blair analyst Bhavan Suri has "increased confidence in the story." While there was plenty of focus on the competitive environment with Microsoft (MSFT) and its Teams offering, much of the conversation also focused on the company's internal growth initiatives, its ability to continue winning large enterprise customers, its customer acquisition strategy, and the path to free cash flow breakeven, Suri tells investors in a research note. Management views Slack as having a different value proposition than Teams, says the analyst. Although the Microsoft overhang may remain with the stock for the next couple of quarters, it should dissipate over time as the company continues to execute and showcases its ability to win customers that are also using Office 365 for other functions, Suri contends. He believes Slack is well positioned long-term to continue "winning in the space" and sees a "long growth runway" for the company. The analyst keeps an Outperform rating on the shares.
10/18/19
RBCM
10/18/19
INITIATION
Target $160
RBCM
Outperform
Microsoft assumed with an Outperform at RBC Capital
RBC Capital analyst Alex Zukin assumed coverage of Microsoft with an Outperform rating with a price target of $160, up from $153. The analyst believes that the company is "best positioned to outperform" over the next several years as it becomes a "strategic partner" to digital transformations among large enterprises, with mission-critical capabilities of its key portfolio assets - Azure and Office365. Zukin adds that Microsoft's Q1 revenue and earnings should see a "typical" period of outperformance, as he raises his FY20 EPS view by 6c to $5.21 and sees expectations of a 55% Azure growth next year as "reasonable".
10/18/19
CLVD
10/18/19
NO CHANGE
CLVD
Buy
Microsoft partners look to have finished ahead of plan, says Cleveland Research
Cleveland Research analyst Ari Terjanian said his checks suggests Microsoft partners finished ahead of plan in the company's fiscal first quarter and they are modeling Productivity and Business Processes and Intelligent Cloud results that are ahead of consensus. Feedback on the More Personal Computing segment is more mixed at partners, with strength in Win10 migrations and M365 upgrades seen being offset by some headwinds in PC and gaming, added Terjanian, who reiterated his Buy rating on Microsoft shares.
10/21/19
JEFF
10/21/19
NO CHANGE
JEFF
High growth software valuations to contract further, says Jefferies
High growth software valuations are now trading above terminal M&A multiples, suggesting we still have more room for multiple contraction, Jefferies analyst Brent Thill tells investors in a research note. As such, the analyst expects the short term correction will continue "given multiples remain elevated even with last week's correction." Thill favors platform names with attractive growth and reasonable valuations like Microsoft (MSFT), Salesforce (CRM) and Intuit (INTU). He also favors names like SailPoint (SAIL), Zuora (ZUO), and Varonis (VRNS). The analyst believes these names have the potential for revenue reacceleration over the next year.
HUM Humana
$289.59

4 (1.40%)

10/10/19
RHCO
10/10/19
NO CHANGE
Target $330
RHCO
Hold
SunTrust 'bullish' across healthcare services space ahead of Q3 results
SunTrust analyst David MacDonald says he remains "bullish" across much of the healthcare services space ahead of third quarter results, citing "solid" core trends, "attractive" secular tailwinds, "robust" M&A and "strong" free cash flow. While he expects ongoing intermittent "chop" as industry noise continues to weigh, he views the risk of meaningful structural change as quite low, continues to favor scaled, integrated providers in the ongoing shift towards value and views valuation risk/rewards as increasingly attractive. The analyst tells investors in a research note that he does not necessarily view Q3 results as a meaningful trigger and thinks improved visibility around the election and Democratic primary is key, MacDonald remains bullish on core fundamentals, sees significant inherent sector drivers and says Managed Care remains a favorite fundamental sector. The analyst raised his price target for Anthem (ANTM) to $330 from $290, on Centene (CNC) to $80 from $72, on Cigna (CI) to $260 from $230, on Humana (HUM) to $340 from $310, on Molina (MOH) to $180 from $165, on UnitedHealth (UNH) to $330 from $310, on WellCare (WCG) to $340 from $320, on Ensign Group (ENSG) to $60 from $44 and Tivity Health (TVTY) to $24 from $21.
10/16/19
MSCO
10/16/19
NO CHANGE
Target $294
MSCO
Overweight
UnitedHealth comments on 2020 eased concerns about MCOs, says Morgan Stanley
Morgan Stanley analyst Ricky Goldwasser noted that concerns over democratic presidential candidates' positions on "Medicare For All" have been weighing on the Managed Care Organization group since April when a bill was officially introduced in congress by Bernie Sanders. However, UnitedHealth (UNH) shares rose sharply, and the MCO group joined in yesterday, after the company reported an in-line Q3 Medical Loss Ratio, or MLR, and gave commentary on 2020 that eased market concerns around fundamentals, Goldwasser said. The analyst, who keeps an Overweight rating on UnitedHealth with a $294 price target, said the next catalyst for the MCO group will be Anthem's (ANTM) earnings report on October 23. Other publicly traded companies in the healthcare insurance space include CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH) and WellCare (WCG).
10/17/19
MZHO
10/17/19
INITIATION
MZHO
Buy
Humana initiated with a Buy at Mizuho
10/18/19
MZHO
10/18/19
INITIATION
Target $316
MZHO
Buy
Humana initiated with a Buy at Mizuho
Mizuho analyst Ann Hynes last night initiated coverage of Humana with a Buy rating and $316 price target. The analyst sees high long-term earnings visibility given underlying market growth, the company's leading market position in Medicare, growth and margin expansion potential in Medicare Advantage, potential market share gains in Medicaid, and its diversification into healthcare services.

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AIT

Applied Industrial Technologies

$63.36

-0.47 (-0.74%)

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Eaton

$91.87

-0.35 (-0.38%)

08:43
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Applied Industrial Technologies

$63.36

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ETN

Eaton

$91.87

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LECO

Lincoln Electric

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PH

Parker-Hannifin

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SDR

SandRidge Mississippian Trust II

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08:42
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ALBO

Albireo Pharma

$18.75

-0.46 (-2.39%)

, ASMB

Assembly Biosciences

$14.50

-2.58 (-15.11%)

08:42
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William Blair to hold a conference »

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ALBO

Albireo Pharma

$18.75

-0.46 (-2.39%)

ASMB

Assembly Biosciences

$14.50

-2.58 (-15.11%)

NERV

Minerva

$5.22

-0.06 (-1.14%)

VKTX

Viking Therapeutics

$7.69

-0.18 (-2.29%)

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CARB

Carbonite

$22.93

4.54 (24.69%)

08:42
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08:42
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Carbonite rating change  »

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V

Visa

$179.50

0.55 (0.31%)

08:42
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Periodicals
Visa buys 20% stake in Nigerian payments platform Interswitch, Sky News reports »

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CEMI

Chembio Diagnostics

$4.45

-0.04 (-0.89%)

08:41
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LFVN

LifeVantage

$14.53

0.06 (0.41%)

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AKZOY

AkzoNobel

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Air Products

$235.04

1.18 (0.50%)

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AkzoNobel

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APD

Air Products

$235.04

1.18 (0.50%)

ASIX

AdvanSix

$23.72

-0.4 (-1.66%)

ATR

AptarGroup

$108.56

-0.46 (-0.42%)

BASFY

BASF

$0.00

(0.00%)

BAYRY

Bayer

$0.00

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CG

Carlyle Group

$27.50

0.07 (0.26%)

CCK

Crown Holdings

$74.99

-0.01 (-0.01%)

CE

Celanese

$126.72

-0.58 (-0.46%)

CF

CF Industries

$46.47

-0.15 (-0.32%)

ICL

ICL

$4.80

0.2 (4.35%)

GRA

W.R. Grace

$68.00

-0.36 (-0.53%)

FOE

Ferro

$12.58

0.07 (0.56%)

ESI

Element Solutions

$11.69

-0.05 (-0.43%)

EMN

Eastman Chemical

$82.65

-1.22 (-1.45%)

ECL

Ecolab

$188.83

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DOW

Dow Inc.

$55.80

-0.19 (-0.34%)

CTVA

Corteva

$26.74

0.54 (2.06%)

LYB

LyondellBasell

$97.20

-0.13 (-0.13%)

MOS

Mosaic

$20.93

0.12 (0.58%)

OLN

Olin

$19.33

-0.03 (-0.15%)

PACK

Ranpak Holdings

$6.38

-0.03 (-0.47%)

PPG

PPG

$129.20

0.29 (0.22%)

RPM

RPM

$74.99

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SHW

Sherwin-Williams

$579.31

-1.97 (-0.34%)

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Solvay

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PFSW

PFSweb

$3.43

0.17 (5.22%)

08:41
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PFSweb rating change  »

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Qurate Retail

$10.45

1.04 (11.05%)

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Aravive

$6.60

0.07 (1.07%)

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AstraZeneca

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Aravive, AstraZeneca initiates Phase 1/2 study of AVB-500 with durvalumab »

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AstraZeneca

$46.88

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Regeneron

$344.23

2.29 (0.67%)

08:40
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CarGurus

$37.80

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Abacus Health Products

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Aurora Cannabis

$3.61

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Aurora Cannabis

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Colgate-Palmolive

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CRON

Cronos Group

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CVSI

CV Sciences

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EMBI

Emergent Biosolutions

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GTI

Symbol now EAF

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Hexo

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InMed Pharmaceuticals

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Neptune Wellness

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Organigram

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PerkinElmer

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Riviera Holdings

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Sundial Growers

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trades on CSE

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Tilray

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Turning Point Brands

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Consumer Discretionary Sector SPDR

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Zynerba

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Breaking General news story  »

Week of 11/9 Redbook to…

YGYI

Youngevity

$3.98

-0.11 (-2.69%)

08:38
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AMZN

Amazon.com

$1,771.70

-13.65 (-0.76%)

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XFOR

X4 Pharmaceuticals

$14.25

0.6 (4.40%)

08:38
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X4 Pharmaceuticals receives breakthrough therapy designation for mavorixafor »

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DRTT

DIRTT Environmental

$3.31

0.13 (4.09%)

08:37
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DIRTT Environmental targets revenue of $450M-$550M by end of 2023 »

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ONCS

OncoSec

$2.17

-0.02 (-0.91%)

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OncoSec announces results from analysis of TAVO »

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IPHI

Inphi

$73.69

1.65 (2.29%)

08:37
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BAESY

BAE Systems

$0.00

(0.00%)

, BAH

Booz Allen

$72.64

0.84 (1.17%)

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BAE Systems

$0.00

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BAH

Booz Allen

$72.64

0.84 (1.17%)

CACI

CACI

$227.43

1.49 (0.66%)

GD

General Dynamics

$184.28

-0.73 (-0.39%)

LDOS

Leidos

$87.68

0.5 (0.57%)

MANT

ManTech

$76.00

0.57 (0.76%)

PSN

Parsons

$37.81

-0.36 (-0.94%)

SAIC

SAIC

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PTCT

PTC Therapeutics

$41.29

0.13 (0.32%)

08:36
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08:36
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PTC Therapeutics initiated  »

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LLY

Eli Lilly

$112.78

-0.785 (-0.69%)

08:36
11/12/19
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Boehringer Ingelheim, Eli Lilly initiate first ever study to assess Jardiance »

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